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Justin William Smith

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Jul 2026 to now
  2. Goldman Sachs & Co. LLCJul 2026 to now
  3. UBS Financial Services IncOct 2025 to Jun 2026
  4. UnemployedMay 2025 to Oct 2025
  5. Ufinancial GroupJun 2024 to Sep 2024
  6. GncJan 2024 to May 2024
  7. Old NavyJun 2023 to Aug 2023
  8. Domino's PizzaJun 2022 to Aug 2022
  9. University of DelawareAug 2021 to May 2025
  10. Domino's PizzaApr 2021 to Aug 2021
  11. University of Florida OnlineAug 2020 to May 2021
  12. Domino's PizzaMar 2020 to Aug 2020
  13. Hagan O'reilly's Irish PubMay 2019 to Aug 2019
  14. Windermere High SchoolAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

Goldman Sachs Wealth Services, L.P.

$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8074207
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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